There are many options for charitable giving, including Donor Advised Funds and Private Foundations… every family and individual’s situation is unique, and each giving vehicle has its own distinct qualities and benefits.

Advantages of Donor Advised Funds:

Quick and easy to establish

Provide an immediate solution to a tax need

Little to no ongoing management required of the donor

The option to make gifts with complete anonymity

Currently, there are no requirements for minimum payout amounts or timing

Advantages of Private Foundations:

Free-standing entity, controlled by the donor

Can hold a wide array of assets: art, real estate, and closely held stock

Activities of the foundation can be paid by the foundation

Expanded funding opportunities such as scholarship and award programs

May exist in perpetuity allowing future generations to be involved

Not sure which is right for you? We’re offering a free custom analysis. Let us know your priorities in 8 short questions, and we’ll recommend a fit for you.